Purchases and Sales Made in Q4 2023 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 2023. The information is specifically focused on institutions that hold shares of DOMINION ENERGY, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-99.4K- 80.68% |
$3.93M - $4.92M
|
23.8K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-103K- 7.77% |
$4.08M - $5.11M
|
1.23M
$65.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-104K- 22.94% |
$4.1M - $5.13M
|
349K
$18.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-104K- 84.59% |
$4.11M - $5.14M
|
18.9K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-107K- 88.73% |
$4.21M - $5.27M
|
13.5K
$725K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-115K- 10.09% |
$4.56M - $5.7M
|
1.03M
$55.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-122K- 15.44% |
$4.81M - $6.02M
|
666K
$35.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-130K- 4.09% |
$5.15M - $6.45M
|
3.06M
$164M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138K- 26.51% |
$5.45M - $6.81M
|
382K
$20.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-139K- 15.93% |
$5.5M - $6.89M
|
735K
$39.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-139K- 16.17% |
$5.5M - $6.89M
|
722K
$38.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-140K- 7.87% |
$5.54M - $6.93M
|
1.64M
$87.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-141K- 52.5% |
$5.56M - $6.95M
|
127K
$6.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-144K- 18.76% |
$5.69M - $7.12M
|
623K
$33.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-152K- 6.06% |
$6.02M - $7.54M
|
2.36M
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-154K- 0.26% |
$6.1M - $7.63M
|
59M
$3.16B
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-155K- 90.11% |
$6.14M - $7.69M
|
17.1K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-156K- 7.8% |
$6.16M - $7.71M
|
1.84M
$98.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-158K- 0.73% |
$6.27M - $7.84M
|
21.7M
$1.16B
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
SELL
|
- |
-160K- 50.0% |
$6.31M - $7.89M
|
160K
$8.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-170K- 3.8% |
$6.71M - $8.4M
|
4.3M
$231M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-173K- 93.88% |
$6.85M - $8.58M
|
11.3K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-212K- 64.0% |
$8.36M - $10.5M
|
119K
$6.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-234K- 58.04% |
$9.26M - $11.6M
|
169K
$9.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-264K- 13.43% |
$10.4M - $13.1M
|
1.7M
$91.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-293K- 95.54% |
$11.6M - $14.5M
|
13.7K
$734K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-368K- 21.5% |
$14.5M - $18.2M
|
1.34M
$72M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-411K- 10.85% |
$16.2M - $20.3M
|
3.38M
$181M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-534K- 10.69% |
$21.1M - $26.4M
|
4.46M
$239M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-619K- 7.29% |
$24.5M - $30.6M
|
7.86M
$421M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-669K- 54.79% |
$26.4M - $33.1M
|
552K
$29.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-770K- 53.9% |
$30.4M - $38.1M
|
658K
$35.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-771K- 84.28% |
$30.5M - $38.1M
|
144K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-854K- 9.6% |
$33.8M - $42.2M
|
8.04M
$431M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-855K- 10.16% |
$33.8M - $42.3M
|
7.56M
$405M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.29M- 48.16% |
$50.9M - $63.7M
|
1.39M
$74.2M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.3M- 38.81% |
$51.5M - $64.5M
|
2.06M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.32M- 11.84% |
$52.1M - $65.2M
|
9.81M
$526M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.22M- 40.03% |
$127M - $159M
|
4.82M
$258M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.83M- 27.37% |
$151M - $190M
|
10.2M
$545M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.91M- 79.21% |
$155M - $193M
|
1.03M
$55M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.52M- 27.32% |
$179M - $223M
|
12M
$644M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.07M- 38.75% |
$358M - $449M
|
14.3M
$768M
|